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CUSIP: 46431W820 | 26 institutional holders

Quarters

Q2 2022Q1 2022Q4 2021Q3 2021Q2 2021
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Institutional Holders — Q2 2022

UBP Investment Advisors SA103,580
0.0% of portfolio›$2.2K
Atria Wealth Solutions, Inc.75,312
0.0% of portfolio›$1.6K
Jane Street Group, LLC30,471
0.0% of portfolio›$634
Jackson Creek Investment Advisors LLC26,349
0.0% of portfolio›$552
Mason & Associates Inc14,826
0.0% of portfolio›$308
International Assets Investment Management, LLC12,710
0.0% of portfolio›$515
Royal Bank of Canada3,800
0.0% of portfolio›$79
Spire Wealth Management1,670
0.0% of portfolio›$35
Osaic Holdings, Inc.1,180
0.0% of portfolio›$24
UBS Group AG1,148
0.0% of portfolio›$24
Wells Fargo & Company1
0.0% of portfolio›$0
Proequities, Inc.0
0.0% of portfolio›$0
StyleTurnoverLocationFiled
UBP Investment Advisors SA
103,580$2.2K0.0%N/AN/AGeneva, Switzerland2022-10-04
Atria Wealth Solutions, Inc.
75,312$1.6K0.0%N/AN/ANew York, NY2022-08-15
Jane Street Group, LLC
30,471$6340.0%CoreVery HighNew York, NY2022-08-16
Jackson Creek Investment Advisors LLC
26,349$5520.0%ValueVery HighCastle Rock, CO2022-08-04
Mason & Associates Inc
14,826$3080.0%ETFMediumLos Angeles, CA2022-07-26
International Assets Investment Management, LLC
12,710$5150.0%GrowthMediumOrlando, FL2022-08-17
Royal Bank of Canada
3,800$790.0%CoreLowToronto, Australia2022-08-15
Spire Wealth Management
1,670$350.0%GrowthMediumMclean, VA2022-07-22
Osaic Holdings, Inc.
1,180$240.0%IndexLowScottsdale, AZ2022-08-10
UBS Group AG
1,148$240.0%CoreMediumZurich, Switzerland2022-08-10
Wells Fargo & Company
1$00.0%CoreLowSan Francisco, CA2022-08-12
Proequities, Inc.
0$00.0%GrowthVery LowBirmingham, AL2022-08-09